Senior Retirement Planner/Senior Financial Advisor
$225k - $275kGolden Reserve, LLC
Golden Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards, and serving as a culture leader and mentor for developing advisors. Advisors who establish themselves as top tier performers and team players will have opportunities to pursue management, partnership, and other leadership roles within the firm. We are a full service RIA and insurance firm that built our company not only to change the financial industry for the retirees we serve, but also for the financial professionals we hire. Some of the key reasons advisors choose Golden Reserve include world class, media driven marketing that provides all the pre qualified leads you need to succeed; flat fee client pricing; and partnerships with estate planning law firms and CPA firms that allow every retirement plan to include legal and tax services for our clients at no additional cost. Golden Reserve's lead generation is driven by its nationwide radio and television show, educational workshops, digital marketing, and world class client service. In a short period of time, we have grown to more than 40 offices across nine states, and we are just getting started. We Provide Salary: $225,000 to $275,000 base salary, depending on experience; additional uncapped production and bonus compensation Prospects: No book of business required. We provide pre qualified leads. Benefits: Generous PTO policy; Health, Dental, and Life Insurance; 401(k) plan We Require Seven (7)+ years of new client financial services sales experience (not servicing) Active State Life & Health Insurance Licenses Series 65 or equivalent GRIT: accountability, ownership, problem solving, and toughness. #J-18808-Ljbffr Golden Reserve, LLC
$150k - $200k
Golden Reserve, LLC in Cleveland, Ohio, is seeking an experienced financial sales professional to conduct client meetings and uphold company standards. This role provides the opportunity to focus on retirement planning without needing to source clients directly. Unique...Senior- Golden Reserve, LLC is seeking an experienced financial sales professional in Cleveland, Ohio. This senior-level sales role requires leading client meetings, upholding company standards, and mentoring junior advisors. Successful candidates will have opportunities for management...Senior
$150k - $200k
...Golden Reserve is looking for an experienced financial sales professional. This role will be... .... We understand the challenges many advisors face when they aren't handed a book of business... ...you, allowing you to focus on building retirement plans and helping retirees. We are a...Suggested- Golden Reserve is looking for an experienced financial retirement planner for our Greater Cleveland locations (including Independence, Sheffield... ...5,000 in Year 2 (2-4 years of client‑selling experience). Senior Retirement Planner - $175,000, increasing to $200,000 in Year...Suggested
- Golden-Reserve-LL is seeking an experienced financial sales professional in Cleveland, Ohio. The individual will conduct client meetings... ...leads, allowing sales professionals to focus on building retirement plans. A generous PTO policy, health benefits, and a 401(k) plan...Suggested
$225k - $275k
Golden-Reserve-LL in Cleveland, Ohio is seeking a senior financial sales professional to lead client meetings and mentor developing advisors. This role offers a competitive base salary between $225,000 to $275,000, plus uncapped bonuses. Join us to help reshape the financial...Senior- A financial services company in Cleveland is seeking a Senior Financial Advisor to partner with branch staff in providing tailored financial solutions to customers. The ideal candidate will have investment sales experience and necessary licenses, a strong ability to communicate...SeniorFlexible hours
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$100k - $125k
At Golden Reserve , we know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. The vague... ...that — not just for retirees, but for the Client Servicing Retirement Planners (CSRP) we hire. This role is unique because unlike most...$150k
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